PandaDoc for AWS
PandaDoc for AWS MarketplaceExternal reviews
3,355 reviews
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Saved my business
What do you like best about the product?
Not spending hours copying creating proposals over and over
What do you dislike about the product?
The text editor is not super intuitive...
What problems is the product solving and how is that benefiting you?
Automate our proposal creation process. We reduced the time to create 1 proposal from 1.5 hours to 10 minutes.
This is the perfect software for electronic documentation.
What do you like best about the product?
PandaDoc is so easy to use. It was quick to set up and integrate into our CMS; now all our team needs to do is click a few buttons to send professional, branded, consistent documentation to our clients every time. I cannot recommend PandaDoc enough. We used some basic web coding for spacing when setting up the documentation; otherwise it was drag and drop with typical WYSIWYG features for text editing and image inserting.
What do you dislike about the product?
We send our completed paperwork to another team to wrap up our process. I wish completed documentation didn't require everyone on that team to have seats to download it.
What problems is the product solving and how is that benefiting you?
PandaDoc has made it possible for us to collect customer information that would have normally been collected and saved into our CRM. Now we're able to collect it via a PandaDoc form and connect that to our CMS. It's saving us from creating and storing that information were we don't need it, with the ability to download a PDF and send it to the team that needs the records. We're able to send complex pricing on contracts without recreating them in complicated design software, testimonials with signatures, and so much more.
Recommendations to others considering the product:
This software is a full package when it comes to integrating with a CMS, sending and receiving documents, and easy to set up and use. Watch the one-hour training, watch their youtube videos, and reach out to their support if you have questions. We have some users who hate all things technology, but even they find this easy to use and send documents. I can't recommend it enough!
Excellent services at very competitive rates.
What do you like best about the product?
User interface is so friendly for users.
What do you dislike about the product?
there is very little not to like pandadoc.
What problems is the product solving and how is that benefiting you?
Getting our documents signed from our clients without having to visit them.
Recommendations to others considering the product:
I have tried other services as well but Pandadoc has been the best i have come across, it is so easy to use for myself and my clients.
Premium Features and Experience
What do you like best about the product?
The free version is slick and professional, containing features that equal or even exceed the experience found in costly solutions.
What do you dislike about the product?
I would like to be able to set a regional date format by default rather than having to remember to change it each time.
What problems is the product solving and how is that benefiting you?
I am able to obtain review and authorisation signatures in a socially distanced way, whilst in covid lockdown I can process documents with colleagues from our own locations.
Highly recommend PandaDoc
What do you like best about the product?
The E signature and Date feature is world class, as good as any platform
What do you dislike about the product?
I do not dislike anything about the platform it is meeting all my needs
What problems is the product solving and how is that benefiting you?
It is helping my business run smoother and more efficeint
Recommendations to others considering the product:
Sign up for it you wont regret it
Extremely user-friendly, capable software and responsive team!
What do you like best about the product?
PandaDoc integrates seamlessly into our systems of record, is highly user-friendly — for our Operations team, GTM reps, and customers. The team is always accessible and receptive to feedback for the Product - the feature releases are reliable and meet our needs every time.
What do you dislike about the product?
There is additional functionality we'd like to see around:
- Reporting (e.g. average time to approve contracts, number of times contracts are resubmitted for approval)
- Additions to the Salesforce integration (e.g. mapping the pricing table back to opportunity products)
- Workflow enhancements (e.g. ability for users to make simple modifications without resubmitting a contract for approval)
That said, I'm confident the PandaDoc team is probably working on these already!
- Reporting (e.g. average time to approve contracts, number of times contracts are resubmitted for approval)
- Additions to the Salesforce integration (e.g. mapping the pricing table back to opportunity products)
- Workflow enhancements (e.g. ability for users to make simple modifications without resubmitting a contract for approval)
That said, I'm confident the PandaDoc team is probably working on these already!
What problems is the product solving and how is that benefiting you?
- Efficiency - minimized the time reps spend on drafting contracts
- Standardization - no contracts sent without a template and without approval from our deal desk
- Accessibility - PandaDoc integrates to our system of record (Salesforce)
- Standardization - no contracts sent without a template and without approval from our deal desk
- Accessibility - PandaDoc integrates to our system of record (Salesforce)
PandaDoc is a great tool for Educators and other Professionals
What do you like best about the product?
It is very easy to share and sign important paperwork for professionals.
What do you dislike about the product?
I dislike very little, but sometimes check boxes will not align perfectly with the check box on the PDF. It's a very minor issue
What problems is the product solving and how is that benefiting you?
I am able to safely and securely send and receive important document for signing.
Recommendations to others considering the product:
Uploading documents, sending documents to be signed, confirmation of signing, and downloading signed document has been made easy with the use of PandaDoc.
Easy to Use and Looks Nice
What do you like best about the product?
Easy to use and modify as needed. I can add in different pages for each different quote I make, which allows me to tailor quotes for my client's specific industry.
What do you dislike about the product?
Sometimes, if I'm trying to delete one block or one line of text the system thinks I want to delete the entire page. Luckily, there is an undo button, but it's still can be annoying.
What problems is the product solving and how is that benefiting you?
Our pricing varies per quote and needs to be manually adjusted each time which is easy to do with this tool. It allows you to save templates, too, so it doesn't always have to be manual. I make a couple of quotes each day, so ease of use is important and flexibility is important for us. It also looks nice and is professional.
Review
What do you like best about the product?
User Interface, accessibility, efficiency.
What do you dislike about the product?
Nothing. For my purposes, there is noting I dislike.
What problems is the product solving and how is that benefiting you?
Efficiency. Allows quicker streamline of work and interaction with Clients.
Functionality with Simplicity
What do you like best about the product?
Simple and quick integration. You just upload doc and use a good looking and flexible interface to get them signed.
What do you dislike about the product?
Nothing yet :-). Its been working fine for me.
What problems is the product solving and how is that benefiting you?
Getting docs signed remotely.
Recommendations to others considering the product:
Give them a try. You’ll like it.
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